Template

Training Visit Checklist

by Wayne Heger, from the Community

10+

Use this training visit template to help managers plan and run effective site visits focused on team development and succession. The checklist covers pre-visit preparation, learning needs and induction reports, brand and specialist programs, use of dashboards, succession planning and career journeys, training unit readiness, and training room equipment. Capture challenges, agree actions, and schedule follow ups to drive training compliance and continuous improvement across your units.

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Health and Safety Leadership Visit Checklist
This Health and Safety leadership visit checklist supports managers in planning, conducting, and following up on site visits to strengthen safety culture and performance. It covers pre-visit preparation, on-site engagement, and post-visit actions. Prompts guide open dialogue with frontline staff, capture observations of good and poor practices, verify PPE use, training, risk assessments, vehicle and tool condition, and working at height requirements. The template also encourages documenting near misses, assigning actions, and coordinating follow-up with a Health and Safety partner to ensure continuous improvement.
by Graham Pye, from the Community
Downloads: 10+
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Template
The Training Visit
This template supports area managers during store training visits. It guides users through capturing visit information, reviewing internal training progress, summarizing the day’s session, collecting feedback, and assigning follow-up actions. Use it to standardize coaching, track skill development, and ensure consistent training across locations.
by Oliver Shearing, from the Community
Downloads: 20+
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Template
QA Visit Report Template
This QA Visit Report template helps hotel and hospitality teams assess brand compliance and operational standards during site visits. Sections cover housekeeping spot checks, room and public area inspections, complaints and action plan follow ups, shift planning and rota accuracy, training records, staffing levels, HR issues, financial performance snapshots, and health and safety compliance including risk assessments. Use it to capture findings, assign actions, and track follow ups to maintain quality, safety, and guest experience.
by Nicoleta Radulescu, from the Community
Downloads: 10+
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Template
General Training Checklist
This training checklist outlines the essential elements and tasks in organizing training activities. It consists of 5 sections encompassing the end-to-end process of training programs, from pre-preparation to assessment. Use this checklist before every training program to take note of the team's progress on training details, plans, requirements, schedule, and evaluation methods.
by SafetyCulture
Downloads: 300+
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Health and Safety Leadership Visit Checklist

This Health and Safety leadership visit checklist supports managers in planning, conducting, and following up on site visits to strengthen safety culture and performance. It covers pre-visit preparation, on-site engagement, and post-visit actions. Prompts guide open dialogue with frontline staff, capture observations of good and poor practices, verify PPE use, training, risk assessments, vehicle and tool condition, and working at height requirements. The template also encourages documenting near misses, assigning actions, and coordinating follow-up with a Health and Safety partner to ensure continuous improvement.

by Graham Pye, from the Community

10+

Get

Template

The Training Visit

This template supports area managers during store training visits. It guides users through capturing visit information, reviewing internal training progress, summarizing the day’s session, collecting feedback, and assigning follow-up actions. Use it to standardize coaching, track skill development, and ensure consistent training across locations.

by Oliver Shearing, from the Community

20+

Get

Template

QA Visit Report Template

This QA Visit Report template helps hotel and hospitality teams assess brand compliance and operational standards during site visits. Sections cover housekeeping spot checks, room and public area inspections, complaints and action plan follow ups, shift planning and rota accuracy, training records, staffing levels, HR issues, financial performance snapshots, and health and safety compliance including risk assessments. Use it to capture findings, assign actions, and track follow ups to maintain quality, safety, and guest experience.

by Nicoleta Radulescu, from the Community

10+

Get

Template

General Training Checklist

This training checklist outlines the essential elements and tasks in organizing training activities. It consists of 5 sections encompassing the end-to-end process of training programs, from pre-preparation to assessment. Use this checklist before every training program to take note of the team's progress on training details, plans, requirements, schedule, and evaluation methods.

by SafetyCulture

300+

Get

Training Visit Checklist

About author

You might also like

Health and Safety Leadership Visit Checklist

The Training Visit

QA Visit Report Template

General Training Checklist

You might also like

Health and Safety Leadership Visit Checklist

The Training Visit

QA Visit Report Template

General Training Checklist